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Moran Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Moran Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Sell
34,375
-1,201
-3% -$156K 0.11% 240
2026
Q1 		$4.66M Buy
35,576
+5,617
+19% +$781K 0.14% 206
2025
Q4 		$3.52M Buy
29,959
+4,085
+16% +$437K 0.11% 236
2025
Q3 		$2.89M Sell
25,874
-469
-2% -$45.8K 0.09% 248
2025
Q2 		$2.37M Sell
26,343
-956
-4% -$80.5K 0.07% 271
2025
Q1 		$2.12M Sell
27,299
-1,100
-4% -$73.4K 0.07% 266
2024
Q4 		$1.6M Buy
28,399
+7,991
+39% +$495K 0.05% 264
2024
Q3 		$1.25M Sell
20,408
-1,176
-5% -$69.9K 0.04% 291
2024
Q2 		$1.13M Sell
21,584
-455
-2% -$24.3K 0.04% 283
2024
Q1 		$1.04M Sell
22,039
-2,593
-11% -$117K 0.03% 293
2023
Q4 		$1.22M Buy
24,632
+5,272
+27% +$239K 0.04% 290
2023
Q3 		$785K Buy
19,360
+8,145
+73% +$351K 0.03% 272
2023
Q2 		$485K Buy
+11,215
New +$533K 0.02% 306

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Moran Wealth Management's WPM Position: Q2 2026 in Review

Moran Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 3.4% in Q2 2026, selling an estimated $156K and leaving 34,375 shares worth $3.86M. The position accounts for 0.11% of the portfolio, ranked #240.

Moran Wealth Management first reported a position in WPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.66M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Moran Wealth Management held 34,375 shares of Wheaton Precious Metals worth $3.86M as of Q2 2026.
  • Moran Wealth Management sold 1,201 Wheaton Precious Metals shares in Q2 2026, an estimated $156K.
  • Wheaton Precious Metals made up 0.11% of Moran Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Moran Wealth Management first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Wheaton Precious Metals position peaked at $4.66M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.